United States Commodity Index Funds Trust
CPER- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001479247
No open-market purchases or sales by United States Commodity Index Funds Trust insiders were filed in the last 90 days; 145 institutions reported holding it in 13F filings for Q2 2026, worth $212.2M in total; no superinvestor holds it.
Other share classesUSCI
13F holders, Q1 2026
Institutional positions in United States Commodity Index Funds Trust as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 131
- +28 vs. Q4 2025
- Shares held
- 5.93M
- +3.05M (+105.6%) vs. Q4 2025
- Total value
- $204.3M
- +$103.4M (+102.4%) vs. Q4 2025
- New holders
- 50
- 39 more added
- Sold out
- 22
- 20 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CPER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 145 | $212.2M |
| Q1 2026 | 131 | $204.3M |
| Q4 2025 | 104 | $101.0M |
| Q3 2025 | 78 | $59.4M |
| Q2 2025 | 78 | $42.3M |
| Q1 2025 | 67 | $39.4M |
| Q4 2024 | 60 | $23.5M |
| Q3 2024 | 61 | $30.6M |
| Q2 2024 | 63 | $50.1M |
| Q1 2024 | 50 | $38.5M |
| Q4 2023 | 47 | $25.5M |
| Q3 2023 | 46 | $26.5M |
| Q2 2023 | 47 | $27.3M |
| Q1 2023 | 50 | $32.0M |
| Q4 2022 | 53 | $37.7M |
| Q3 2022 | 44 | $23.9M |
| Q2 2022 | 51 | $21.4M |
| Q1 2022 | 55 | $46.0M |
| Q4 2021 | 58 | $56.6M |
| Q3 2021 | 54 | $57.7M |
| Q2 2021 | 67 | $84.6M |
| Q1 2021 | 40 | $36.7M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Curio Wealth, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $344 | 0.00% | +10 | New |
| Trust Co | 30 | $1.03K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 35 | $1.21K | 0.00% | −1−2.8% | Reduced |
| JDM Financial Group LLC | 37 | $1.27K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 0 | $1.45K | 0.00% | 0 | New |
| Adirondack Trust Co | 54 | $1.86K | 0.00% | +54 | New |
| Global Wealth Strategies & Associates | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $2.07K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 86 | $2.96K | 0.00% | −152−63.9% | Reduced |
| Highline Wealth Partners LLC | 89 | $3.06K | 0.00% | −361−80.2% | Reduced |
| Larson Financial Group LLC | 97 | $3.34K | 0.00% | +97 | New |
| Gilpin Wealth Management, LLC | 100 | $3.44K | 0.00% | +100 | New |
| GWM Advisors LLC | 125 | $4.30K | 0.00% | +75+150.0% | Added |
| Smartleaf Asset Management LLC | 130 | $4.37K | 0.00% | +130 | New |
| Insight Financial Services | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 200 | $6.89K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 207 | $7.13K | 0.00% | +207 | New |
| SJS Investment Consulting Inc. | 227 | $7.82K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 235 | $8.07K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 311 | $10.7K | 0.00% | +311 | New |
| Ogorek Anthony Joseph | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 556 | $19.1K | 0.01% | +556 | New |
| CWM, LLC | 637 | $21.9K | 0.00% | +575+927.4% | Added |
| EverSource Wealth Advisors, LLC | 702 | $24.2K | 0.00% | +702 | New |
| Solstein Capital, LLC | 842 | $29.0K | 0.01% | +717+573.6% | Added |
| Webster Bank, N. A. | 850 | $29.3K | 0.00% | +350+70.0% | Added |
| Wells Fargo & Company | 859 | $29.6K | 0.00% | +859 | New |
| AdvisorNet Financial, Inc | 900 | $31.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,000 | $34.4K | 0.00% | +1,000 | New |
| Pilgrim Partners Asia Pte Ltd | 1,000 | $34.4K | 0.01% | +1,000 | New |
| Farther Finance Advisors, LLC | 1,040 | $35.7K | 0.00% | +1,021+5,373.7% | Added |
| Armstrong Advisory Group, Inc | 1,161 | $40.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $41.3K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,359 | $46.8K | 0.00% | −209−13.3% | Reduced |
| Harbour Investments, Inc. | 1,465 | $50.4K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1,764 | $60.7K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,884 | $64.9K | 0.02% | +1,884 | New |
| Strategic Wealth Partners, Ltd. | 2,108 | $72.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,228 | $76.7K | 0.00% | +2,228 | New |
| Sound Income Strategies, LLC | 2,372 | $81.5K | 0.00% | +43+1.8% | Added |
| SRS Capital Advisors, Inc. | 2,710 | $93.3K | 0.00% | +2,710 | New |
| Parallel Advisors, LLC | 2,900 | $99.8K | 0.00% | +2,864+7,955.6% | Added |
| Advisory Services Network, LLC | 3,748 | $129.0K | 0.00% | +3,748 | New |
| Allworth Financial LP | 3,772 | $129.9K | 0.00% | +1,304+52.8% | Added |
| Belvedere Trading LLC | 5,188 | $178.6K | 0.02% | +5,188 | New |
| Fifth Third Bancorp | 5,399 | $185.9K | 0.00% | +5,399 | New |
| Jones Financial Companies LLLP | 5,632 | $188.4K | 0.00% | +367+7.0% | Added |
| Permanent Capital Management, LP | 5,580 | $203.8K | 0.03% | +5,580 | New |
| Central Trust Co | 5,931 | $204.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,981 | $205.9K | 0.01% | +3,351+127.4% | Added |
| NewEdge Wealth, LLC | 6,135 | $211.2K | 0.00% | +6,135 | New |
| PFG Investments, LLC | 6,297 | $216.8K | 0.01% | +6,297 | New |
| Summit Trail Advisors, LLC | 6,513 | $224.2K | 0.00% | +6,513 | New |
| Merit Financial Group, LLC | 6,586 | $226.8K | 0.00% | −184−2.7% | Reduced |
| Argyle Capital Partners, LLC | 6,803 | $234.2K | 0.17% | +690+11.3% | Added |
| Janney Montgomery Scott LLC | 6,965 | $240.0K | 0.00% | +6,965 | New |
| Brighton Jones LLC | 7,220 | $248.6K | 0.01% | +7,220 | New |
| Silverleafe Capital Partners, LLC | 7,621 | $262.4K | 0.08% | +7,621 | New |
| Exit Wealth Advisors, LLC. | 7,715 | $265.6K | 0.14% | +7,715 | New |
| Sanctuary Advisors, LLC | 7,743 | $266.6K | 0.00% | +7,743 | New |
| Sidoxia Capital Management, LLC | 7,882 | $271.4K | 0.23% | +7,882 | New |
| Advisory Alpha, LLC | 8,296 | $285.6K | 0.01% | −2,380−22.3% | Reduced |
| Fidelis Capital Partners, LLC | 8,387 | $288.8K | 0.02% | +350+4.4% | Added |
| Continuum Advisory, LLC | 8,418 | $289.8K | 0.03% | +8,418 | New |
| Bank of Montreal | 9,097 | $313.2K | 0.00% | +9,097 | New |
| Colony Group, LLC | 9,098 | $313.2K | 0.00% | −1,069−10.5% | Reduced |
| We Are One Seven, LLC | 9,725 | $334.8K | 0.01% | +9,725 | New |
| Truist Financial Corp | 9,843 | $338.9K | 0.00% | +9,843 | New |
| Ignite Planners, LLC | 10,143 | $349.2K | 0.05% | +523+5.4% | Added |
| Herold Advisors, Inc. | 10,800 | $371.8K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,990 | $378.4K | 0.00% | −8,376−43.3% | Reduced |
| Evolve Private Wealth, LLC | 11,274 | $388.2K | 0.02% | +11,274 | New |
| Garde Capital, Inc. | 11,382 | $391.9K | 0.02% | −5,137−31.1% | Reduced |
| Private Advisor Group, LLC | 11,466 | $394.8K | 0.00% | −2,280−16.6% | Reduced |
| Commonwealth Equity Services, LLC | 12,064 | $415.4K | 0.00% | +2,011+20.0% | Added |
| Platform Technology Partners | 12,089 | $416.2K | 0.08% | +5,589+86.0% | Added |
| Fiduciary Alliance LLC | 11,747 | $437.7K | 0.03% | +11,747 | New |
| Isthmus Partners, LLC | 12,800 | $440.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 14,009 | $480.5K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 14,266 | $491.2K | 0.02% | +929+7.0% | Added |
| Basso Capital Management, L.P. | 14,905 | $513.2K | 0.31% | −10,570−41.5% | Reduced |
| HRT Financial LP | 15,316 | $527.0K | 0.00% | +15,316 | New |
| Creative Planning | 16,065 | $553.1K | 0.00% | +16,065 | New |
| Pettinga Financial Advisors, LLC | 16,407 | $564.9K | 0.11% | −500−3.0% | Reduced |
| BigSur Wealth Management LLC | 16,839 | $579.8K | 0.16% | −3,500−17.2% | Reduced |
| Belpointe Asset Management LLC | 18,943 | $652.2K | 0.02% | +18,943 | New |
| Mainstay Capital Management LLC | 19,209 | $661.4K | 0.05% | +19,209 | New |
| Cetera Investment Advisers | 20,714 | $713.2K | 0.00% | −44,164−68.1% | Reduced |
| SMART Wealth LLC | 23,243 | $800.3K | 0.23% | +23,243 | New |
| Kestra Advisory Services, LLC | 24,420 | $840.8K | 0.00% | +10,346+73.5% | Added |
| Northern Trust Corp | 25,050 | $862.5K | 0.00% | +25,050 | New |
| Morgan Stanley | 26,162 | $900.8K | 0.00% | +12,299+88.7% | Added |
| Perigon Wealth Management, LLC | 26,986 | $929.1K | 0.02% | −375−1.4% | Reduced |
| US Bancorp | 27,286 | $939.5K | 0.00% | +27,286 | New |
| Hoey Investments, Inc | 27,950 | $962.3K | 0.14% | +12,900+85.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,788 | $991.0K | 0.00% | +20,542+249.1% | Added |
| Mariner, LLC | 30,423 | $1.05M | 0.00% | +30,423 | New |
| Summit Financial, LLC | 31,913 | $1.10M | 0.01% | +31,913 | New |